Personal Lines CSR

Job Description

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative to join a team. This role is ideal for a licensed insurance professional who thrives in a customer-focused environment. You will be the primary point of contact for clients providing exceptional service and support for their personal insurance needs.

Compensation Package

• Competitive salary up to $60000 annually commensurate with experience.
• Competitive benefits package paid time off professional development opportunities etc.
• Flexible hybrid work schedule to support work-life balance.

Responsibilities

• Serve as the primary contact for personal lines insurance clients addressing inquiries processing payments and resolving issues in a timely and professional manner.
• Manage the day-to-day operations of the office ensuring a welcoming and efficient environment for walk-in clients particularly older clientele.
• Process policy changes renewals and cancellations accurately and in compliance with company and regulatory guidelines.
• Provide expert guidance to clients on their personal insurance policies including coverage options policy terms and claims processes.
• Maintain accurate and up-to-date client records in the system.
• Collaborate with other team members and departments to ensure seamless service delivery.

Qualifications/Requirements

• Active insurance license is required.
• Proven experience in personal lines insurance with a strong understanding of insurance products and services.
• Exceptional customer service and communication skills with the ability to build rapport with clients of all ages.
• Strong organizational skills and the ability to work independently as this role will require managing the office solo.
• Proficiency in using insurance management software and standard office applications.
• High level of professionalism reliability and attention to detail.

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